Litvak Wealth, Llc
- Regulatory AUM
- $536M
- Discretionary
- $116M
- Clients
- 75
- Avg AUM / client
- $7.1M
- Accounts
- 224
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $1.7M | 0.32% |
| High net worth individuals | 58 | $534M | 99.7% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ricardo Juan Litvak | Founder And Ceo | Mar 2014 (12y) | ≈ 37.5% – 75% via Litvak & Co., Llc | |
| Juliana Paola Fajardo Andrade | Chief Operating Officer And Chief Compliance Officer | Jul 2014 (12y) | Less than 5% | |
| Jeffrey Peter Boris | Chief Investment Officer, Head Of Investments And Research | Jun 2015 (11y) | Less than 5% | |
| Levine, Jeannette, Litvak | Member | Jan 2023 (4y) | 5% – 10% | |
| Polachek, Claudia, Litvak | Member | Jan 2023 (4y) | 5% – 10% | |
| Emerson Litvak | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Litvak & Co., Llc | Owner Holding Company | Mar 2014 | A | 50% – 75% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ricardo Juan Litvak: 75% – 100% of Litvak & Co., Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Bank Julius Baer & Co. Ltd. $216M (40% of AUM) Mar 2026
- UBS $159M (30% of AUM) Mar 2026
- Fidelity Brokerage Services $149M (28% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗